Library Technology Guides

Documents, Databases, News, and Commentary

Library Technology Guides provides comprehensive and objective information surrounding the many different types of technology products and services used by libraries. It covers the organizations that develop and support library-oriented software and systems. The site offers extensive databases and document repositories to assist libraries as they consider new systems and is an essential resource for professionals in the field to stay current with new developments and trends. Relevant news items are posted daily on Twitter:

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OCLC sues Clarivate over MetaDoor and its use of WorldCat records

OCLC filed a lawsuit against Clarivate and its subsidiaries demanding that Ex Libris cease promoting MetaDoor in a way that causes its member libraries to violate policies and contracts related to records in WorldCat. The complaint, filed on June 13, 2022, claims that Ex Libris is prompting OCLC members to share collection data that includes WorldCat records to MetaDoor in a way that violates OCLC policies and the terms of subscription contracts. OCLC asserts that MetaDoor takes unfair advantage of its long history of building WorldCat as a near-comprehensive bibliographic database. Further, OCLC states that Ex Libris offering MetaDoor as a free service is an anticompetitive strategy that endangers its very existence. This article presents the basic statements related to the complaint without opinion or commentary.

(Library Technology Newsletter, May 2022)

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Disruption in the library bibliographic services arena

Disruption in the library bibliographic services arena

Bibliographic services represent a critical component of the library information ecosystem. Since the earlies phases of library automation, many vendors and organizations have developed processes to enable libraries to create records to describe items in their collections and to share them among peer institutions to avoid redundant efforts. OCLC's WorldCat and its Cataloging and Metadata Services represent the culmination of many of efforts into a global ecosystem for bibliographic records and authority control. Though OCLC ranks as the dominant provider, other services are available and new initiatives are underway. How libraries create and share the records that describe collection items has recently erupted into controversy. Two major industry giants are now pitted against each other in a legal dispute over accusations of anti-competitive business practices and on the extent to which bibliographic records can be shared among libraries.

(Library Technology Newsletter, May 2022)

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2022 Library Systems Report: An industry disrupted

2022 Library Systems Report: An industry disrupted

Events of the last year have reshaped the library technology industry. Previous rounds of acquisitions pale in comparison to the acquisition of ProQuest by Clarivate, which has propelled the leading library technology provider into the broader commercial sector of scholarly communications. This deal signals that the gap in size among vendors is widening, as ProQuest businesses Ex Libris and Innovative Interfaces also join Clarivate. The emergence of such a large business at the top of the industry has accelerated consolidation among mid-level players that aim to increase scale and efficiency to remain competitive. This was a banner year for consolidation of midsize competitors, with more acquisitions than any prior year. These deals raise concerns about weakened competition, but they may also enable new industry dynamics that will spark innovation and synergy within the broader research and education landscape. Small companies with visions for innovation often lack the resources to deliver, which larger companies can provide. Increased investor and stockholder involvement, however, translates into pressure to maximize profits and growth. The way these competing dynamics play out has important implications for libraries.

(American Libraries, May 2022)

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Discoverability of Library Collections

Discoverability of Library Collections

Libraries want their collections to be easily accessed by their communities. They provide catalogs or discovery services through their websites to enable efficient ways to search, request, or download materials. It's also important to enable convenient access to library materials to those that begin from Google or other popular web destinations. Multiple technologies and services help their patrons find and access items in a library's collection. Library catalogs have long been the primary tool for search and access of library collections, and continually strive to be more effective and easier to use. For most libraries, the online catalog provides comprehensive coverage of all items in the collection, including owned and licensed materials. Online catalogs have evolved to become easier to use and to address all aspects of library collections, including print, electronic, and digital materials. Libraries also benefit from additional pathways to their collections. The concept of discoverability considers other ways to access library materials other than the traditional catalogs and discovery services.

(Library Technology Newsletter, April 2022)

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Library Perceptions 2022: Results of the 15th International Survey of Library Automation

Library Perceptions 2022: Results of the 15th International Survey of Library Automation

The International Survey of Library Automation provides a unique opportunity for libraries to evaluate their core technology systems, their associated vendors, and to offer their views on relevant topics and trends. This fifteenth edition of the survey received 2,790 responses. The 43,049 cumulative responses received since 2007 document important and interesting trends related to key technology products and vendors.

The technology needs of libraries very according to their type and size. The survey segments responses to better assess each product within relevant groups. Each annual survey provides a snapshot of the perceived capabilities of each product, and to develop ongoing trendlines of performance.

Notable Observations
The decline of legacy products among academic libraries accelerates, with 17% considering plans to migrate. Reasonably high satisfaction rankings for both Voyager and Aleph, strong loyalty scores, and migration intentions favoring Alma suggest most may stay within the Ex Libris camp. Interest in FOLIO continues to increase, suggesting that FOLIO may be Alma’s main competitor in the next phase of migrations. Academic libraries considering migration continue to mention WMS as a candidate, but at a lower level than Alma or FOLIO. Survey data suggests that the transition from the remaining libraries to library services platforms will continue, with an interesting mix of selections divided among Alma, FOLIO, and WMS, as well as some moving to open source combinations such as Koha and Corel.
In the public library sector where traditional ILS products prevail, responses indicate a lower level of interest in changing to new systems (6%), with no prevailing indicators of migration targets. Libraries interested in migration mention a variety of replacement candidates, including Koha (13), Polaris (8), Symphony (6); Apollo (7), Atriuum (6), Evergreen (3), OCLC Wise (3), and VERSO (1). The absence of alternatives perceived as substantially better than the prevailing ILS products suppresses the churn of migrations, compared to the academic sector that has seen well-defined migration patterns toward library services platforms.
Libraries using modern web-based products have little interest in changing systems. Biblionix Apollo received high satisfaction scores and very few libraries using it are considering alternatives (2.7%). Even through their satisfaction ratings are not superlative, libraries using Ex Libris Alma (4.3%) and OCLC WorldShare Management Services (9.7%) expressed little interest in changing systems. Only 2.8% of libraries using Koha with support from ByWater Solutions indicated plans to change. No libraries using Atriuum from Book Systems reported plans to migrate.
Open source products are a routine option in all library sectors. Both major open source ILS products, Koha and Evergreen, show increasing levels of satisfaction, though a bit uneven depending on support arrangements. OPALS used mostly in school and very small academic libraries, earns superlative scores. Implementations of the FOLIO library services platform are underway and interest in new implementations continues to increase with 86 libraries mentioning it among their migration candidates. Narrative comments suggested that many libraries avoid open source products due to a perception that they would need more staff with technical skills.
Most academic libraries have implemented an index-based discovery service. New survey questions this year show little perceived differentiation among these products in their effectiveness for undergraduates, graduate students, and faculty members. The comprehensiveness of coverage was also perceived as similar; A slightly higher portion of academic libraries perceived that OCLC WorldShare Management Services gave more objective results without bias to content providers. Only a small number of responses indicated awareness of the Open Discovery Initiative or that they used it in selecting their discovery service.

The satisfaction ratings and narrative comments gauge library reactions surrounding the broader events in the industry, such as consolidation, open source initiatives, and the decline of legacy products. Earlier years of the survey reflect the negative impact the private equity acquisitions on SirsiDynix and Innovative. More recently we can see that libraries reacted mostly positively to major consolidations such as ProQuest acquiring Ex Libris and Innovative from their previous private equity owners. Future surveys may reveal the impact of Clarivate’s acquisition of ProQuest.

Survey responses give a glimpse into ongoing migration trends. Academic libraries are shifting away from integrated library systems to library services platforms, with Ex Libris Alma leading the pack, followed by OCLC WorldShare Management Services. FOLIO is now poised to enter this competition, with survey results showing strong interest, though there are still too few implementations to gauge satisfaction. Public libraries show substantially different patterns, with higher interest in migrating, but with less pronounced preferences for replacement products.

(Library Technology Guides, March 30, 2021)

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EBSCO Information Services Launches New Search Service

EBSCO launched a new search service designed as a starting point for research, emphasizing convenient access to open access materials. EBSCO Essentials is available to anyone regardless of affiliation. It provides a search tool for the general public that guides them to the full text of authoritative resources published as open access. The service also serves as a channel toward library-provided resources. Search results also list citations for resources restricted to subscribers. To gain access to these restricted resources, visitors can search for and connect through their library, using their library-assigned sign-in credentials.

(Library Technology Newsletter, March 2022)

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OverDrive launches Patron Engagement Tools

OverDrive, a major provider of digital media services for libraries, has launched OverDrive Hub, a set of tools designed to provide new channels of communication with library patrons, along with additional analytics to measure use and engagement.

(Library Technology Newsletter, March 2022)

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Open Systems in the age of Library Services Platforms: Meeting expectations for interoperability and extensibility

Open systems allow organizations to gain access to data and to create new functionality beyond what is directly delivered in an application. Libraries expect their systems to come with robust functionality accessed via the built-in user interfaces. Beyond these user interfaces, most organizations also need to move data in and out of their applications through automated scripts or through real-time interactions with other systems. Application Programming Interfaces, or APIs, are the technical mechanism expected in modern software applications to enable interoperability, access to data, and to support the creation of scripts or modules to perform related functions.

(Library Technology Guides, March 2022)

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Looking Toward the Next Phase of Library Systems

Looking Toward the Next Phase of Library Systems

Libraries have benefited from technology systems for more than half a century. Computerized systems were developed to automate circulation, cataloging, serials, and other library activities in the mid-to-late 1970s, with some earlier precursors. Since that time, library systems have continuously evolved, driven by the advances in technology architectures, changes in the operational priorities of libraries, and the business environment. These factors will continue to shape future generations of library systems.

(Computers in Libraries, March 2022)

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Caveat and Credit

Library Technology Guides was created and is edited by Marshall Breeding. He is solely responsible for all content on this site, and for any errors it may contain. Please notify him if you find any errors or omissions.

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August 6, 2022. Surrey Libraries (BC) selects Patron Point. Patron Point announced that Surrey Libraries, in Surrey, British Columbia, has selected its patron engagement platform to support its mission to connect people, spark curiosity, and inspire learning. ... <<more>>

August 6, 2022. CyberTools to close busines. It is with the deepest respect for our clients that we share notice of our situation. Due to unforeseen circumstances CyberTools will no longer accept new clients and we encourage current clients to s ... <<more>>

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August 4, 2022. University of Texas Health Science Center at Tyler live on Koha with ByWater Support. ByWater Solutions announced that the University of Texas Health Science Center at Tyler is live on Koha with ByWater Solutions support. ByWater Solutions completed the migration of over 50,000 bibliog ... <<more>>

August 4, 2022. Haslet Public Library joins MetroShare and chooses ByWater Solutions' Koha and Aspen Discovery Support. ByWater Solutions announced that the Haslet Public Library in Haslet, Texas has joined MetroShare Libraries to use ByWater Solutions for their support of Koha and Aspen Discovery. ... <<more>>

August 4, 2022. ByWater Solutions at Wyoming Library Association Annual Conference 2022. ByWater Solutions, an open-source community contributor and America's forefront provider of Open Source library technology support, announced today that the team will be heading to the 2022 Wyoming Li ... <<more>>

August 4, 2022. Aspen Discovery community crows with a new vendor announcing support. ByWater Solutions, America's forefront provider of Open Source library technology support, announced today that the Aspen Discovery Community is growing. Equinox Open Library Initiative will now provi ... <<more>>

August 3, 2022. Gale and the Bodleian Libraries continue to support Asia-Pacific research on digital humanities with second year of fellowships. To increase access to digital humanities tools and support emerging research and collaboration amongst scholars, Gale, part of Cengage Group, and Bodleian Libraries at the University of Oxford, announ ... <<more>>

August 3, 2022. CAVAL becomes the first in Australia to implement FOLIO as its new Library Management Platform. CAVAL will be the first in Australia to implement FOLIO - Future of Libraries is Open – as its new Library Management Platform hosted by Index Data. CAVAL's previous Library Management System had ser ... <<more>>

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